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PepsiCo
PEP

Overview Fund Activity

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$815M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
Man Group
Man Group
United Kingdom
+$244M
4
Barclays
Barclays
United Kingdom
+$236M
5
BlackRock
BlackRock
New York
+$183M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$10.4B
2
Bank of America
Bank of America
North Carolina
-$568M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$474M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$452M
5
Amundi
Amundi
France
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1051
Arrow Financial
New York
$4.84M -$72.2K -390 -1%
LI
1052
LMCG Investments
Massachusetts
$4.81M -$139K -753 -3%
SRC
1053
Shufro Rose & Co
New York
$4.8M – – –
VWM
1054
Valley Wealth Managers
New Jersey
$4.77M -$240K -1,297 -5%
GWM
1055
Geneos Wealth Management
Colorado
$4.75M +$370K +1,995 +8%
CWS
1056
Confluence Wealth Services
Pennsylvania
$4.75M +$2.41K +13 +0.1%
DAM
1057
Diamant Asset Management
Connecticut
$4.74M +$69.5K +375 +1%
ECM
1058
Exchange Capital Management
Michigan
$4.74M -$174K -937 -4%
LCM
1059
LVM Capital Management
Michigan
$4.73M -$490K -2,644 -9%
BC
1060
Burney Company
Virginia
$4.72M +$54.8K +296 +1%
TAIM
1061
Te Ahumairangi Investment Management
New Zealand
$4.72M +$191K +1,030 +4%
MAS
1062
Meeder Advisory Services
Ohio
$4.71M +$207K +1,119 +5%
IIM
1063
Ipswich Investment Management
Massachusetts
$4.71M +$26.3K +142 +0.6%
BFO
1064
Biltmore Family Office
North Carolina
$4.7M -$20.7K -112 -0.4%
Edgewood Management
1065
Edgewood Management
Connecticut
$4.68M -$1.85K -10 -0%
SAM
1066
Smithbridge Asset Management
Pennsylvania
$4.66M +$38.7K +209 +0.8%
AMM
1067
American Money Management
California
$4.66M -$19.3K -104 -0.4%
TA
1068
Tectonic Advisors
Texas
$4.64M +$287K +1,547 +7%
PA
1069
PFG Advisors
Arizona
$4.64M +$267K +1,441 +6%
CT
1070
Chicago Trust
Illinois
$4.64M -$62.6K -338 -1%
CAM
1071
Columbia Asset Management
Michigan
$4.63M +$35.8K +193 +0.8%
VMPIC
1072
Varma Mutual Pension Insurance Co
Finland
$4.62M -$22.2M -120,000 -83%
CT
1073
Coastline Trust
Rhode Island
$4.6M -$1.48K -8 -0%
CWP
1074
CFM Wealth Partners
Texas
$4.58M -$7.41K -40 -0.2%
AAM
1075
Azzad Asset Management
Virginia
$4.55M -$11.1K -60 -0.2%
41 42
43
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